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            Configure Picklist Values for Transfer Funds to Own Account Service Process

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            3. Financial Services Cloud Admin Guide

            Configure Picklist Values for Transfer Funds to Own Account Service Process

            Capture accurate details for a funds transfer request by providing users with correct picklist values for transfer type, frequency, and status fields on the Fund Transfer Request object.

            Required Editions

            Available in: Lightning Experience
            Available in: Enterprise, Unlimited, and Developer Editions with Financial Services Cloud and Unified Catalog.
            User Permissions Needed
            To create custom fields and activate picklist values: Customize Application

            Complete this task only if you use Financial Services Cloud Standard objects. If you use FSC Managed Package objects, create a custom object to handle fund transfer requests.

            1. From Setup, in the Quick Find box, enter Object Manager, and then select Fund Transfer Request.
            2. Select Fields & Relationships.
            3. Click a field name for which you want to add the picklist values. To see the picklist fields, see Required Picklist Values for Transfer Funds to Own Account Service Process.
            4. In the Picklist Values section, add the required values for the field as listed in Required Picklist Values for Transfer Funds to Own Account Service Process.
              Add the values for all the required picklist fields.
            5. Save your changes.

            See Also

             
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